---
title: "What caused a customer to be charged for a membership task when they didn't have a membership set up?"
slug: "what-caused-customer-charged-membership-task-without-membership"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"]
updated: 2026-10-16T01:14:58Z
published: 2026-10-16T01:14:58Z
canonical: "help.servicetitan.com/what-caused-customer-charged-membership-task-without-membership"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What caused a customer to be charged for a membership task when they didn't have a membership set up?

## Problem

A customer was charged for a membership task, but the customer does not have a membership. An employee added the membership sale task to the invoice, causing the charge.

## Solution

If a customer has an active membership they will be billed based on the [Membership type billing setup](/residential-s-r/docs/create-membership-types). You need to check the following details:

1. Check the customer's membership type
2. Check and update the sale task on the membership type in Settings
3. Remove the accidentally created membership from the customer profile.

#### Check the customer's membership type

1. Go to the customer profile and go to the *Membership* section.
2. Look at the membership type that was accidentally created.

#### Check and update the sale task

1. Go to **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A38%3A52Z&se=2026-11-09T12%3A38%3A52Z&sr=c&sp=r&sig=pTULw%2FWQvgvLhEN7Q3y03iSSBBu386erofj2pRkRJ1k%3D) **>** **Invoicing > Membership Types**.
2. Edit the membership type in question.
3. Under *Billing*, look at the membership sale task added and edit it if it is not the right sale task.
4. Click **Save & Next**.

For more, see [Create new sale and Renewal tasks](/residential-s-r/docs/create-new-sale-and-renewal-tasks).

#### Remove the accidentally created membership

1. Go to the customer profile and go to the *Membership* section.
2. Click the membership you want to edit.
3. Click the **Pencil** icon.
4. Edit the membership *Status* to **Cancelled**.

For more, see [Cancel and delete Customer Memberships](/residential-s-r/docs/cancel-and-delete-customer-memberships).

A pricebook service item that activates a membership when added to an invoice. Every membership type needs a sale task to sell the membership.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A pricebook service item that renews a membership when added to an invoice. Every fixed-duration membership type needs a renewal task to renew the membership.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)